Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MCO
2926
MAK Capital One
New York
$373M +$135M +57% 45.6% 134% 17
RA
2927
Rational Advisors
New York
$373M +$139M +60% 10.4% 31.1% 647
AO
2928
Advisor OS
Illinois
$373M +$134M +56% 10.5% 50.7% 166
LM
2929
Luminus Management
Texas
$373M -$50.9M -12% 26.6% 17.7% 61
SIVVM
2930
SC Israel Venture V Management
Israel
$373M – – 146% – 1
OCM
2931
Ogborne Capital Management
California
$372M +$104M +39% 62.5% 282% 13
MAS
2932
Managed Account Services
Florida
$372M +$54.7M +17% 13.4% 32.3% 109
VW
2933
Vantage Wealth
California
$372M +$60.3M +19% 14.4% 48.7% 34
CWC
2934
Carolinas Wealth Consulting
North Carolina
$372M +$74.6M +25% 17.3% 24.6% 1,092
CA
2935
Cambridge Advisors
Nebraska
$371M +$32M +9% 10.1% 43.3% 161
SG
2936
Strid Group
Pennsylvania
$371M +$44.3M +14% 15.4% 38% 36
FTDI
2937
First Trust Direct Indexing
Massachusetts
$371M – – 16.7% 69.1% 1,127
UONDDL
2938
University of Notre Dame du Lac
Indiana
$371M +$52.1M +16% 16.2% – 38
PG
2939
Patten Group
Tennessee
$370M +$114M +45% 12.8% 66.3% 235
RIA
2940
RP Investment Advisors
Ontario, Canada
$370M +$82.4M +29% 3.85% 3.88% 74
SFA
2941
Source Financial Advisors
New York
$370M – – 24.4% 18.5% 109
AWM
2942
Apollon Wealth Management
South Carolina
$369M +$146M +66% 12.2% 71.3% 263
JFGLC
2943
Johnson Financial Group LLC (Colorado)
Colorado
$369M +$113M +44% 11.8% 48.5% 33
EGI
2944
EAM Global Investors
California
$369M +$96M +35% 75.2% 1,983% 209
WAS
2945
Wealth Advisory Solutions
Indiana
$368M -$8.56M -2% 12.4% 45.7% 205
NFAM
2946
North Fourth Asset Management
New Jersey
$368M +$200M +119% 9.99% 43% 132
FCM
2947
Firsthand Capital Management
California
$368M +$116M +46% 48.9% 107% 58
PFA
2948
Paradigm Financial Advisors
Missouri
$368M +$16.3M +5% 14.1% 113% 169
SWP
2949
Summit Wealth Partners
Florida
$368M +$35.1M +11% 8.94% 37.4% 160
SWA
2950
SOA Wealth Advisors
New York
$367M – – 18.3% 75.5% 916
116 117
118
119 120